This enhancements to levels would be hugely helpful in a lot of situations, when clients are utilizing more than Level 1. This would create the ability to tie certain Level 2's or 3's to specific Level 1's or 2's, so that when many levels have bee...

Users should have their notifications for Online Banking/Workflow disabled if the user is made inactive.

It is incredibly frustrating to have to click out of that box when you are coding out line items. It pops up immediately after you enter into the new line for coding, and you have to click out of it before you can actually type out a code. It tack...

Have an admin report available to run across all (or specific) clients across the firm to see what recurring's failed to generate for a specific time, as well as what the reason was. This is so that the firm can audit and be assured that all recur...

Instead of needing to create a client list, have the ability to run Report Automation by a single client or multiple clients. Sometimes Report Automation is being used for a single client for many reports, and creating a list seems unnecessary.

A time-out notification should appear on every page available in the system. If a user has not been active for a certain period of time, prior to logging them out, a notification should appear to enable to stay logged in or be logged out. Currentl...

If a user makes a comment on an item in their "To View" box the comment is not saved. These comments should be saved so that they can be viewed in the details tab of the transaction.

Ability to Lock a default financial statement style so that others cannot edit

It would be great to be able to see the journal entry number once you enter the JE and click on submit, the same way you can see the document ID once uploaded.

Please allow users to print blank deposit slips from AgilLink.